Greenleaf Trust 401(K) Plan — Form 5500 plan (Greenleaf Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Greenleaf Trust 401(K) Plan is a benefit plan reported by Greenleaf Trust under EIN 38-3416104 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $78,057,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greenleaf Trust
- EIN
- 38-3416104
- Plan number
- 001
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $78,057,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H | 20240715111910NAL0002812416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,057,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,057,560
- Net assets (BOY)
- $60,769,943
Income & contributions
- Employer contributions
- $1,982,060
- Participant contributions
- $2,814,285
- Total contributions
- $6,657,763
- Total income / additions
- $18,900,845
Expenses & distributions
- Benefits paid
- $1,556,150
- Administrative expenses
- $57,078
- Total expenses
- $1,613,228
- Net increase / (decrease)
- $17,287,617
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.